🚨Apple’s Siri Reboot with Gemini

PLUS: Meta’s $10B Cloud Partnership

In partnership with

 

✨ Morning, AI Enthusiasts

Apple’s AI race is heating up, with talks to bring Google’s Gemini into Siri a move that could reshape the assistant by 2026.

Behind the scenes, Apple is testing two versions, one powered by its own models and another by third-party LLMs, while regulators are already circling over antitrust concerns.

GOOGLE

Source: Google

Google is supercharging AI Mode in Search with new agentic features and rolling it out to 180+ countries.

What’s new:

  • Agentic capabilities → book restaurants now, soon local services + tickets

  • Powered by Project Mariner (live browsing) + OpenTable/Resy/Ticketmaster

  • Personalized results → based on your past searches + preferences

  • Collaboration → share responses via link so others can jump in

  • Global rollout → now live in U.S., UK, India + 180 more (English only)

Why it matters: Search is shifting from finding info to getting tasks done a direct shot at ChatGPT and Perplexity.

QUICK HITS

Image generated by AI

  • NVIDIA - China Chip Standoff

Nvidia’s H20 chips built to meet U.S. export rules are in limbo after a Beijing ban over security concerns. ~700k units sit idle, reports cite U.S. tracking tech in AI hardware, and finished dies are piling up at Amkor turning chips into the latest U.S –China flashpoint.

  • MIDJOURNEY - Beauty Meets AI

Scale is licensing Midjourney’s aesthetic tech to fuse its research with top-tier visual design aiming to ship AI products that look as good as they work.

  • ANTHROPIC - AI Push in Education

New Higher Ed Advisory Board (ex-Yale Rick Levin + leaders from Stanford, Rice, Michigan) and fresh AI Fluency courses for educators/students to integrate Claude responsibly without eroding critical thinking.

  • TIKTOK - AI Moderators Take Over

Hundreds of UK trust & safety roles cut as moderation shifts to AI:
• 85%+ of takedowns already flagged by algorithms
• Company says 99% of harmful posts removed pre-report
• Ops consolidating abroad; unions warn tools miss nuance

Why it matters: Chips, models, classrooms, and safety teams are all being rebuilt around AI—raising the stakes on accuracy, governance, and geopolitics.

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META

Source: Gulf News

Meta signed a six-year, $10B deal to scale AI infrastructure for its Llama models.

The breakdown:

  • $10B+ spend locked in over six years

  • Focus on scaling infra for Llama

  • Meta 2025 expenses: $114–118B, most AI-driven

  • Google Cloud revenue +32% YoY → $13.6B last quarter

  • Meta still uses AWS + Azure, but needs more compute

Why it matters: AI infra is too resource-heavy for even Big Tech to go solo. This deal boosts Google Cloud vs. AWS/Azure and fuels Meta’s AI race.

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APPLE

Image generated by AI

Apple is in talks with Google to power Siri’s biggest overhaul yet a Gemini-powered, conversational assistant by 2026.

The breakdown:

  • Exploring a custom Gemini model on Apple’s Private Cloud Compute

  • Testing two Siri versions → in-house LLMs (Linwood) vs third-party (Glenwood)

  • Talks with OpenAI/Anthropic stalled over pricing

  • Google’s stock already reacting to buzz

  • Regulators eyeing antitrust risks

Why it matters: Apple lags in generative AI. Gemini could reboot Siri but raises competition and trust questions.

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AI HEALTH

This week’s issue dives into healthcare breakthroughs that feel like science fiction from China’s humanoid robot womb prototype to MIT’s AI-designed antibiotics, AI-first hospitals in Dubai, and NASA’s space copilots for astronauts. The future of medicine is unfolding right now.

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